Once the gold standard in semiconductors, Intel now finds itself years behind the AI curve, with declining margins, internal dysfunction, and an identity crisis. Can a new CEO with a quiet but proven track record bring it back?

In this episode of InDaloop, Thomas Li (Daloopa) and David Rynecki (Blue Heron) sit down with tech researcher and author Luke Dormehl to unpack the fall of Intel — and whether Lip-Bu Tan, the seasoned turnaround CEO behind Cadence’s revival, has what it takes to pull off the same feat here.

You’ll hear:

• Why Intel missed the AI wave while competitors surged

• The cultural rot inside the company — and why it matters

• What made Andy Grove’s Intel great — and where it all unraveled

• Why Lip-Bu Tan’s style could be exactly what Intel needs now

• And what it would really take to rebuild trust, growth, and relevance

  
  

If you’re watching the chip war unfold, this is the strategic deep dive you’ve been waiting for.

For more information on Daloopa, visit: www.daloopa.com

For more information on BHRP, visit: https://www.blueheronrp.com/

In this episode, David, Thomas, and Keith delve into the challenges faced by Starbucks under CEO Brian Niccol's leadership. They explore the company's declining sales amidst competition from emerging brands like Luckin Coffee, emphasizing the need for a cultural and operational reset. The discussion highlights Niccol's charismatic leadership style and the strategies being implemented to revive the Starbucks brand and enhance consumer experience.

For more on Daloopa, please visit - www.daloopa.com

For more on BHRP, please visit - https://www.blueheronrp.com/

In this episode of InDaloop, we’re kicking off a new season with a new voice. Thomas Li, CEO of Daloopa, is joined by his new co-host David Rynecki, founder of Blue Heron Research Partners. David brings decades of experience in investigative diligence, helping investors evaluate leadership teams and cultural dynamics behind the numbers.

Together, they unpack the unraveling story of UnitedHealth—from management shake-ups and regulatory probes to questionable Medicare strategy and margin collapse. With special guest Keith Epstein, head of healthcare coverage at Blue Heron, this episode blends qualitative and quantitative insights to help investors understand what really went wrong—and what to watch for next.

For more information on Daloopa, please visit www.daloopa.com

For more information on Blue Heron Research Partners, please visit: https://www.blueheronrp.com/